TRB Wealth Management, LLC
HOUSTON TX · SEC CIK 0002130988
$7.51亿2026Q2 申报市值
296持仓数
44.3%前十大占比 · 第一大 8.7%
42 / 31新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VXUS 加仓+$97.63万
VO 加仓+$89.63万
VV 加仓+$87.73万
AGG 加仓+$74.98万
ISCF 加仓+$65.48万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 清仓-$587.32万
NVDA 减仓-$260.10万
AAPL 减仓-$254.32万
GOOGL 减仓-$220.64万
LLY 减仓-$190.11万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -10,960 | -100.0% | -$100.58万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -50,000 | -100.0% | -$96.50万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -3,750 | -100.0% | -$92.66万 | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | -50,000 | -100.0% | -$90.10万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -2,788 | -100.0% | -$60.39万 | 清仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | -1,500 | -100.0% | -$57.51万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -6,000 | -100.0% | -$52.01万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -2,065 | -100.0% | -$40.95万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | -3,000 | -100.0% | -$40.65万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -7,752 | -100.0% | -$38.91万 | 清仓 |
| HESM | HESS MIDSTREAM LP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$38.87万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,750 | -100.0% | -$36.76万 | 清仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $0 | 0.00% | 0 | -20,000 | -100.0% | -$35.65万 | 清仓 |
| STWD | STARWOOD PPTY TR INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$35.40万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -8,948 | -100.0% | -$33.78万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,287 | -100.0% | -$31.28万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1,475 | -100.0% | -$30.22万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,701 | -100.0% | -$24.82万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -545 | -100.0% | -$23.56万 | 清仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -4,721 | -100.0% | -$23.52万 | 清仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $0 | 0.00% | 0 | -6,000 | -100.0% | -$21.67万 | 清仓 |
| DIA | STATE STR SPDR DOW JONES IND | $0 | 0.00% | 0 | -463 | -100.0% | -$21.48万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -596 | -100.0% | -$21.31万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -1,200 | -100.0% | -$20.81万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -5,328 | -100.0% | -$20.16万 | 清仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -2,515 | -100.0% | -$20.15万 | 清仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $0 | 0.00% | 0 | -12,522 | -100.0% | -$6.39万 | 清仓 |